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Disclosery

BTC Capital Management, Inc.: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on IWV, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 16,691 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,691 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $7,117,042.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,691 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $6,187,020.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,691 shares
    Change vs previous 13F -876 shares

    0.45% of the 13F portfolio, value $6,456,913.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,567 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $6,656,839.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,567 shares
    Change vs previous 13F -583 shares

    0.5% of the 13F portfolio, value $6,166,017.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,150 shares
    Change vs previous 13F +583 shares

    0.53% of the 13F portfolio, value $5,765,166.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,567 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $5,871,770.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,567 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,739,666.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).